Spencer Goldsmith is a registered investment advisor at Bearing Point Capital, based in Bloomington, MN, with 15 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 204 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Bearing Point and the client may choose to negotiate an annual advisory fee that varies from the schedule and range set forth above.
Fee Estimator
Location
3800 American Blvd. West, Suite 935, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Spencer works as a consultant at 2 Turtle Grove Lane, spending full-time hours per week and receiving compensation for these services.
Employment History
Current Registrations
Bearing Point Capital
Previous Registrations
U.S. Bancorp Investments, INC.Broker
National Bank of Canada Financial INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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